<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Lead Planner</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Lead Planner</strong> to manage and deepen client relationships while providing holistic financial planning and wealth management solutions. This role combines technical expertise, leadership, and client service excellence. You’ll work closely with senior advisors and mentor team members, ensuring clients receive personalized, high-quality advice and support.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee ongoing management and retention of client relationships.</li><li>Review and complete financial planning deliverables (balance sheets, strategic plans, estate maps, cash flow analyses).</li><li>Provide objective, comprehensive advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, guiding their development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and growth opportunities.</li></ul>

<p><strong>Want to know more? </strong>Apply today and send your resume via LinkedIn to<strong> JC del Rosario</strong> — let’s explore how this opportunity could be the right fit for your next career move.</p><p><br></p><p><strong>Qualifications</strong></p><ul><li><strong>Bachelor’s degree in business, finance, or related field; advanced degree or designation (CFP®, CFA, CPA, JD, etc.) required.</strong></li><li><strong>5–10+ years of experience in financial services, with at least 5 years advising clients.</strong></li><li><strong>Series 65 license required.</strong></li><li>Proficiency in Microsoft Office; experience with CRM and portfolio management software a plus.</li><li>Strong interpersonal, communication, and leadership skills.</li></ul><p><strong>Other Skills & Attributes</strong></p><ul><li>High integrity and commitment to client service excellence.</li><li>Organized, detail-oriented, and able to manage multiple priorities.</li><li>Collaborative team player with adaptability and a growth mindset.</li><li>Demonstrated success in entrepreneurial or small firm environments.</li></ul>

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